How big is Impact Wealth Management's plan?

Impact Wealth Management's plan reported $6K in assets and 3 participants for 2023.

Original filing (PDF)20241004135048NAL0006744291001

Impact Wealth Management

Name: Impact Wealth Management — Impact Wealth Management, Form 5500 (2023)
Creator: Impact Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Impact Wealth Management 401(k) Plan & Trust

401(k) retirement plan · Impact Wealth Management's Impact Wealth Management 401(k) Plan & Trust held $6K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Jennifer Littlefield signed Impact Wealth Management's 2023 Form 5500 as plan administrator.

Jennifer Littlefield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Impact Wealth Management's EIN is 82-4359548.

EIN 82-4359548

Plan number 001

Plan year 2023

ACK ID 20241004135048NAL0006744291001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Impact Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Impact Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMPACT WEALTH MANAGEMENT.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score